Sovereign Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,524
| Closed | -$261K | – | 285 |
|
|
2024
Q2 | $261K | Sell |
4,524
-3,118
| -41% | -$180K | 0.07% | 234 |
|
|
2024
Q1 | $444K | Sell |
7,642
-2,861
| -27% | -$166K | 0.12% | 168 |
|
|
2023
Q4 | $565K | Sell |
10,503
-6,258
| -37% | -$337K | 0.17% | 116 |
|
|
2023
Q3 | $830K | Sell |
16,761
-1,775
| -10% | -$87.9K | 0.3% | 71 |
|
|
2023
Q2 | $955K | Buy |
+18,536
| New | +$955K | 0.31% | 79 |
|